ORG Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.96M | Sell |
6,801
-144
| -2% | -$62.6K | 0.63% | 31 |
|
2025
Q1 | $2.6M | Sell |
6,945
-2,703
| -28% | -$1.01M | 0.64% | 30 |
|
2024
Q4 | $3.96M | Buy |
9,648
+1,605
| +20% | +$659K | 0.54% | 45 |
|
2024
Q3 | $3.09M | Buy |
8,043
+960
| +14% | +$369K | 0.49% | 43 |
|
2024
Q2 | $2.67M | Buy |
+7,083
| New | +$2.67M | 0.33% | 59 |
|
2024
Q1 | – | Sell |
-2,033
| Closed | -$632K | – | 1132 |
|
2023
Q4 | $632K | Buy |
2,033
+1,513
| +291% | +$470K | 0.11% | 157 |
|
2023
Q3 | $142K | Sell |
520
-3,138
| -86% | -$855K | 0.04% | 343 |
|
2023
Q2 | $1.03M | Buy |
+3,658
| New | +$1.03M | 0.17% | 119 |
|